Understand the scope before you engage a lawyer

What determines the work?

• The countries involved and where the assets are located.
• Family relationships, marital property regime and compulsory heirs.
• Existing wills, trusts, companies and succession documents.
• Whether the matter concerns advance planning, a gift or an estate after death.
• Valuations, translations, tax analysis and coordination with overseas advisers.

What the proposal explains

The proposal identifies the services, deliverables, exclusions, client responsibilities, fees and payment terms. Further work or a material change of scope is discussed before it begins. An initial consultation does not commit you to an estate-planning engagement.

Legal fees and third-party costs

Legal fees are distinct from taxes, notarial and registry charges, translations, valuations and foreign advisers. Their treatment and any available estimate are explained in the proposal. Tax liability and processing time depend on the applicable law and facts; no tax saving or outcome is guaranteed.

Prepare for the initial discussion

Tell us the countries involved, the type and location of assets, your objective and any deadline. Do not send passwords, identity-document copies or confidential family records through an initial inquiry. We will explain the secure document process if we can assist.